Insulet reported third‑quarter 2025 revenue of $706.3 million, a 28% year‑over‑year increase that surpassed the consensus estimate of $676.39 million by $29.9 million, or 4.4%. Earnings per share rose to $1.24, beating the $1.13 estimate by $0.11, a 9.7% surprise. The upside was driven by robust demand for the company’s Omnipod 5 tubeless insulin‑pump system, which has become the industry’s leading AID solution.
The growth was concentrated in both domestic and international markets. U.S. Omnipod revenue climbed 25.6% YoY to $X million, while international Omnipod revenue surged 46.5% (39.9% in constant currency) to $Y million. The international jump reflects expanding reimbursement coverage and the rollout of Omnipod 5 in new markets, reinforcing the company’s global footprint.
Gross margin expanded to 72.2%, up 290 basis points from the prior year, and operating income reached $117.7 million, 16.7% of revenue, a 50‑basis‑point increase. The margin lift results from a favorable product mix—higher‑margin Omnipod 5 sales—and disciplined cost management, offsetting modest increases in raw‑material and logistics costs.
Management raised its full‑year 2025 revenue‑growth guidance to 28%–29%, an upward revision from the previous 26%–27% range. The adjustment signals confidence that the demand acceleration for Omnipod 5 will continue and that international expansion will sustain higher growth rates.
CEO Ashley McEvoy said, “We delivered strong third‑quarter results, a testament to our team’s exceptional performance and the transformative power of Omnipod 5 for people living with diabetes.” She added that continued engagement with physicians, partners, and the Podder community will drive further access and value creation.
The earnings beat, margin expansion, and guidance raise collectively suggest that Insulet’s strategic focus on product innovation and international growth is translating into tangible financial performance, positioning the company for continued upside in the evolving diabetes‑care market.
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